The investment seeks to provide high total return from a portfolio of selected equity securities. Under normal circumstances, the fund invests at least 80% of its assets in equity securities of U.S. companies. "Assets" means net assets, plus the amount of borrowings for investment purposes. In implementing its strategy, the fund primarily invests in common stocks of large- and medium-capitalization U.S. companies but it may also invest up to 20% of its assets in common stocks of foreign companies, including depositary receipts.
Fund filings (PDF) »
Scott Davis (Started: Aug 18, 2014)
Thomas Luddy (Started: Feb 1, 2006)
Susan Bao (Started: Jan 1, 2001)
Helge Skibeli (Started: Jul 29, 2009)
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100 Wood Street, 1111 Polaris Parkway, Ste. 2-j, Columbus OH 43240, USA